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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,223 | $171,867-46.9% | $149,716-39.1% | $147,585-38.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.10% | 2113.36%-2080.3pp | 1501.67%-1468.6pp | 578.58%-545.5pp |
| Employer contribution / active EE | $15,289 | $6,275+143.7% | $5,444+180.8% | $4,876+213.5% |
| Participant deferral / active EE | $8,639 | $7,270+18.8% | $6,568+31.5% | $5,439+58.8% |
| Admin fee / account holder | $678 | $13,799-95.1% | $11,282-94.0% | $10,886-93.8% |